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Dimensional Global Real Estate ETF
DFGR

243 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

377% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 31

25% more funds holding

Funds holding: 194 → 243 (+49)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

4.67% more ownership

Funds ownership: 76% → 80.67% (+4.7%)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$49.6M)

Holders
243
Holders Change
+49
Holders Change %
+25.26%
% of All Funds
3.2%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
148
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$23M
2
Jane Street
Jane Street
New York
+$16.3M
3
JFG
JMG Financial Group
Illinois
+$14.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.8M
5
EFP
Elser Financial Planning
Indiana
+$11.6M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$7.16M
2
FIS
Fischer Investment Strategies
California
-$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
4
FFM
Forum Financial Management
Illinois
-$1.43M
5
SW
Simplicity Wealth
New Jersey
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$22.8K – – –
Royal Bank of Canada
227
Royal Bank of Canada
Ontario, Canada
$19K +$1.37K +50 +7%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$18.3K +$19.6K +715 New
PC
229
Promus Capital
Illinois
$16.2K +$17.4K +633 New
LOIP
230
Live Oak Investment Partners
Texas
$14.7K – – –
CWP
231
Concord Wealth Partners
Virginia
$14.4K +$302 +11 +2%
UBS Group
232
UBS Group
Switzerland
$11.2K -$32.3K -1,178 -73%
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$11.2K +$12K +437 New
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$5.7K +$27 +1 +0.5%
Franklin Resources
235
Franklin Resources
California
$5.31K – – –
EWP
236
Elevation Wealth Partners
California
$5.14K +$110 +4 +2%
HFS
237
Hantz Financial Services
Michigan
$5K +$4.17K +152 +422%
TWC
238
TD Waterhouse Canada
Ontario, Canada
$4.55K +$5.3K +193 New
CSWM
239
Cassady Schiller Wealth Management
Ohio
$4.52K +$4.86K +177 New
SIS
240
Strategic Investment Solutions
Illinois
$4.45K +$631 +23 +15%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$3.55K – – –
Comerica Bank
242
Comerica Bank
Texas
$3.29K +$357 +13 +11%
ACA
243
Aptus Capital Advisors
Alabama
$2.45K -$14.3K -521 -84%
AWM
244
AE Wealth Management
Kansas
$1.41K +$1.51K +55 New
BlackRock
245
BlackRock
New York
$1.1K +$1.18K +43 New
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
– -$3.24M -112,374 Closed
SW
247
Simplicity Wealth
New Jersey
– -$967K -33,515 Closed
GOCP
248
Great Oak Capital Partners
Massachusetts
– -$361K -12,784 Closed
TH
249
Team Hewins
California
– -$259K -8,957 Closed
SIM
250
Stratos Investment Management
Ohio
– -$208K -7,204 Closed
7 8 9
10
11

DFGR Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Real Estate ETF (DFGR) for Q4 2024, worth a combined $1.68B — up 3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFGR positions and 8 closed out — a net gain of 52 holders — while 148 added to existing stakes and 31 trimmed.

The largest buyer was Savant Capital, adding an estimated $23M. The largest seller was Corient Private Wealth, cutting an estimated $7.16M.

  • 243 institutional investors held Dimensional Global Real Estate ETF (DFGR) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $1.68B of Dimensional Global Real Estate ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 60 funds opened new Dimensional Global Real Estate ETF positions in Q4 2024 and 8 closed out, a net change of +52 holders.
  • The largest Dimensional Global Real Estate ETF buyer in Q4 2024 was Savant Capital, an estimated $23M added.
  • The largest Dimensional Global Real Estate ETF seller in Q4 2024 was Corient Private Wealth, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2024.